Growing up in a blue-collar family, I witnessed firsthand the transformative power of sound financial advice. My father, a small business owner, sought the guidance of a financial advisor, which enabled me to attend my dream school, Penn State University. There, I earned a B.S. in Finance from the Smeal College of Business and cultivated lifelong friendships and mentorships. Inspired by my father's journey, I knew I wanted to help others achieve their financial goals using a blend of interpersonal and analytical skills.
My professional journey is rooted in helping individuals accomplish their financial aspirations. Whether it's maximizing returns, making money work smarter, or facilitating holistic retirement, tax, and investment planning, I am committed to providing clarity and comfort about the future. I hold a Holistic Financial Coach designation from Columbia University and am currently pursuing my CFP®. My credentials include Series 7, 24, 66, SIE, and LAH insurance exams.
Living on Long Island, I enjoy the proximity to beautiful beaches and the vibrant energy of New York City, the financial capital of the world. When I'm not working with numbers or engaging in continued education, I immerse myself in philanthropic events and enjoy speaking with people daily. I believe in constant communication and go above and beyond to deliver a level of service that exceeds expectations.
CA Insurance License #4112918